JPMorgan Chase & Co
JPM- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000019617
近 90 天，JPMorgan Chase & Co 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 5,158 家機構在 13F 申報持有，市值合計 $6,437 億；維京全球投資、馬克爾集團等 7 位大師持有。
2022 年第 4 季 13F 持有人
JPMorgan Chase & Co 在 2022/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,628
- 較 2022 年第 3 季 +297 家
- 持有股數
- 20.8 億
- 較 2022 年第 3 季 +5,510 萬 (+2.7%)
- 總市值
- $2,783 億
- 較 2022 年第 3 季 +$666.7 億 (+31.5%)
- 新進機構
- 424
- 另有 1,518 家加碼
- 清倉機構
- 127
- 另有 1,367 家減碼
另有 64 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 5,158 | $6,437 億 |
| 2026 年第 1 季 | 5,103 | $5,720 億 |
| 2025 年第 4 季 | 5,154 | $6,395 億 |
| 2025 年第 3 季 | 4,765 | $6,180 億 |
| 2025 年第 2 季 | 4,752 | $5,824 億 |
| 2025 年第 1 季 | 4,679 | $4,946 億 |
| 2024 年第 4 季 | 4,680 | $4,900 億 |
| 2024 年第 3 季 | 4,215 | $4,294 億 |
| 2024 年第 2 季 | 4,181 | $4,162 億 |
| 2024 年第 1 季 | 4,120 | $4,145 億 |
| 2023 年第 4 季 | 4,001 | $3,518 億 |
| 2023 年第 3 季 | 3,710 | $2,970 億 |
| 2023 年第 2 季 | 3,672 | $2,976 億 |
| 2023 年第 1 季 | 3,612 | $2,663 億 |
| 2022 年第 4 季 | 3,628 | $2,783 億 |
| 2022 年第 3 季 | 3,395 | $2,129 億 |
| 2022 年第 2 季 | 3,427 | $2,293 億 |
| 2022 年第 1 季 | 3,519 | $2,789 億 |
| 2021 年第 4 季 | 3,595 | $3,301 億 |
| 2021 年第 3 季 | 3,239 | $3,420 億 |
| 2021 年第 2 季 | 3,246 | $3,293 億 |
| 2021 年第 1 季 | 3,218 | $3,303 億 |
2022 年第 4 季持有機構
每家機構持有 JPMorgan Chase & Co 的股數、市值與佔組合比重；股數變化跟 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 44,091 | $591.3 萬 | 1.66% | +800+1.8% | 加碼 |
| Cohen Lawrence B | 44,053 | $590.8 萬 | 3.09% | +12,414+39.2% | 加碼 |
| Traynor Capital Management, Inc. | 43,819 | $587.6 萬 | 1.03% | −1,306−2.9% | 減碼 |
| Chiron Investment Management, LLC | 43,769 | $586.9 萬 | 1.38% | +43,769 | 新進 |
| Arjuna Capital | 43,671 | $585.6 萬 | 2.70% | +1,166+2.7% | 加碼 |
| Schechter Investment Advisors, LLC | 43,570 | $584.3 萬 | 0.53% | +1,215+2.9% | 加碼 |
| David Loasby | 41,834 | $584.1 萬 | 0.77% | +1,885+4.7% | 加碼 |
| Western Wealth Management, LLC | 43,418 | $582.2 萬 | 0.60% | −22,984−34.6% | 減碼 |
| Guyasuta Investment Advisors Inc | 43,402 | $582.0 萬 | 0.46% | −1,271−2.8% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 43,312 | $580.8 萬 | 2.17% | +290+0.7% | 加碼 |
| Private Trust Co NA | 43,254 | $580.0 萬 | 0.86% | −2,217−4.9% | 減碼 |
| Buckingham Capital Management, Inc. | 43,136 | $578.5 萬 | 1.01% | −4,336−9.1% | 減碼 |
| Flagship Harbor Advisors, LLC | 43,130 | $578.4 萬 | 0.59% | +11,758+37.5% | 加碼 |
| Abbrea Capital, LLC | 43,013 | $576.8 萬 | 1.04% | +815+1.9% | 加碼 |
| City Holding Co | 42,974 | $576.3 萬 | 1.08% | +50+0.1% | 加碼 |
| Boyd Watterson Asset Management LLC | 42,819 | $574.2 萬 | 2.37% | +210.0% | 加碼 |
| DCM Advisors, LLC | 42,804 | $574.0 萬 | 2.78% | +15,959+59.4% | 加碼 |
| Arkadios Wealth Advisors | 42,766 | $573.5 萬 | 0.76% | +3,968+10.2% | 加碼 |
| John G Ullman & Associates Inc | 42,710 | $572.7 萬 | 0.91% | +459+1.1% | 加碼 |
| Concentric Wealth Management, LLC | 42,680 | $572.3 萬 | 1.96% | −50.0% | 減碼 |
| Berkshire Bank | 42,608 | $571.4 萬 | 1.75% | −4,143−8.9% | 減碼 |
| Asset Dedication, LLC | 42,597 | $570.2 萬 | 0.58% | +3,487+8.9% | 加碼 |
| Ritholtz Wealth Management | 42,391 | $568.5 萬 | 0.32% | −19,709−31.7% | 減碼 |
| Martingale Asset Management L P | 42,389 | $568.4 萬 | 0.11% | −50,096−54.2% | 減碼 |
| Joel Isaacson & Co., LLC | 42,363 | $568.1 萬 | 0.44% | +1,436+3.5% | 加碼 |
| NewSquare Capital LLC | 42,256 | $566.7 萬 | 0.71% | +2,533+6.4% | 加碼 |
| Argyle Capital Management Inc. | 42,227 | $566.3 萬 | 1.95% | 00.0% | 不變 |
| Howland Capital Management LLC | 42,173 | $565.5 萬 | 0.35% | −50.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 42,104 | $564.6 萬 | 0.85% | +3,555+9.2% | 加碼 |
| Somerset Trust Co | 41,792 | $560.4 萬 | 2.35% | −40.0% | 減碼 |
| First Nebraska Trust Co | 41,743 | $559.8 萬 | 0.73% | −593−1.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 41,667 | $558.8 萬 | 0.27% | +110+0.3% | 加碼 |
| Ameritas Advisory Services, LLC | 41,627 | $558.2 萬 | 0.26% | +10,289+32.8% | 加碼 |
| Wilson Asset Management (International) Pty Ltd | 41,597 | $557.8 萬 | 1.69% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 41,626 | $556.9 萬 | 0.64% | +551+1.3% | 加碼 |
| GFS Advisors, LLC | 41,511 | $556.7 萬 | 1.25% | −448−1.1% | 減碼 |
| Mandatum Life Insurance Co Ltd | 41,502 | $556.5 萬 | 1.69% | +1,502+3.8% | 加碼 |
| Strategic Wealth Partners, Ltd. | 41,489 | $556.4 萬 | 1.03% | +3,679+9.7% | 加碼 |
| DoubleLine ETF Adviser LP | 41,365 | $554.7 萬 | 2.85% | +41,365 | 新進 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 41,320 | $554.1 萬 | 4.29% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 41,290 | $553.7 萬 | 0.68% | −177−0.4% | 減碼 |
| Laurel Wealth Advisors, Inc. | 41,728 | $553.2 萬 | 0.55% | −1,360−3.2% | 減碼 |
| Avantax Planning Partners, Inc. | 41,216 | $552.7 萬 | 0.22% | −685−1.6% | 減碼 |
| Lincoln Capital Corp | 41,038 | $550.3 萬 | 3.37% | +346+0.9% | 加碼 |
| RBF Capital, LLC | 41,000 | $549.8 萬 | 0.41% | −5,000−10.9% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 40,939 | $549.0 萬 | 1.82% | −9,140−18.3% | 減碼 |
| Van Strum & Towne Inc. | 40,890 | $548.3 萬 | 2.36% | −405−1.0% | 減碼 |
| Monticello Wealth Management, LLC | 40,847 | $547.8 萬 | 0.59% | +177+0.4% | 加碼 |
| Mitchell Capital Management Co | 40,819 | $547.4 萬 | 1.51% | −883−2.1% | 減碼 |
| Bowen Hanes & Co Inc | 40,764 | $546.6 萬 | 0.19% | −205,556−83.5% | 減碼 |
| Compton Capital Management Inc | 40,764 | $546.6 萬 | 3.94% | −4,225−9.4% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 40,743 | $546.4 萬 | 1.78% | +579+1.4% | 加碼 |
| Nelson Capital Management, LLC | 40,704 | $545.8 萬 | 1.60% | −4,347−9.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 39,845 | $545.7 萬 | 0.22% | −509−1.3% | 減碼 |
| Wealthspire Advisors, LLC | 40,651 | $545.1 萬 | 0.10% | +6,510+19.1% | 加碼 |
| Peloton Wealth Strategists | 40,561 | $543.9 萬 | 2.62% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 40,553 | $543.5 萬 | 1.47% | +39+0.1% | 加碼 |
| Opus Investment Management Inc | 40,350 | $541.1 萬 | 1.93% | 00.0% | 不變 |
| Shepherd Financial Partners LLC | 40,331 | $540.8 萬 | 0.98% | +369+0.9% | 加碼 |
| Arden Trust Co | 40,315 | $540.6 萬 | 1.10% | +2,124+5.6% | 加碼 |
| Unison Asset Management LLC | 40,212 | $539.2 萬 | 4.47% | +133+0.3% | 加碼 |
| Hedeker Wealth, LLC | 40,064 | $537.3 萬 | 2.01% | −69−0.2% | 減碼 |
| Waycross Partners, LLC | 40,060 | $537.2 萬 | 1.95% | +25,458+174.3% | 加碼 |
| Hohimer Wealth Management, LLC | 40,041 | $536.9 萬 | 1.71% | −2,087−5.0% | 減碼 |
| Ninety One SA (PTY) Ltd | 40,412 | $536.9 萬 | 1.74% | −654−1.6% | 減碼 |
| United Fire Group Inc | 40,000 | $536.4 萬 | 3.17% | 00.0% | 不變 |
| tru Independence LLC | 39,937 | $535.5 萬 | 1.74% | +565+1.4% | 加碼 |
| Trustcore Financial Services, LLC | 39,913 | $535.2 萬 | 0.47% | +1,561+4.1% | 加碼 |
| DT Investment Partners, LLC | 39,873 | $534.7 萬 | 0.70% | −460−1.1% | 減碼 |
| M Holdings Securities, Inc. | 39,874 | $534.6 萬 | 0.56% | −25−0.1% | 減碼 |
| Quadrant Capital Group LLC | 39,835 | $534.2 萬 | 0.61% | +1,991+5.3% | 加碼 |
| Harbour Investments, Inc. | 39,694 | $532.3 萬 | 0.32% | +2,863+7.8% | 加碼 |
| Source Financial Advisors LLC | 39,683 | $532.2 萬 | 2.00% | +1,849+4.9% | 加碼 |
| Patton Albertson Miller Group, LLC | 39,629 | $531.4 萬 | 0.98% | −2,544−6.0% | 減碼 |
| Chronos Wealth Management, LLC | 39,603 | $531.1 萬 | 4.19% | −190−0.5% | 減碼 |
| Spire Wealth Management | 39,596 | $531.0 萬 | 0.30% | +6,983+21.4% | 加碼 |
| Confluence Wealth Services, Inc. | 39,494 | $529.6 萬 | 1.38% | +1,061+2.8% | 加碼 |
| Capital Analysts, LLC | 39,492 | $529.6 萬 | 0.32% | +1,338+3.5% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39,492 | $529.6 萬 | 0.40% | +2,017+5.4% | 加碼 |
| Stone Point Wealth LLC | 39,476 | $529.4 萬 | 2.60% | +3,020+8.3% | 加碼 |
| White Pine Investment CO | 39,372 | $528.0 萬 | 2.01% | −223−0.6% | 減碼 |
| Fusion Capital, LLC | 39,273 | $526.7 萬 | 3.10% | +1,100+2.9% | 加碼 |
| Hallmark Capital Management Inc | 39,177 | $525.4 萬 | 0.49% | −5,377−12.1% | 減碼 |
| Oxford Financial Group Ltd | 38,857 | $521.1 萬 | 0.61% | −1,221−3.0% | 減碼 |
| New Hampshire Trust | 38,841 | $520.9 萬 | 1.38% | +38,841 | 新進 |
| Clarius Group, LLC | 38,830 | $520.7 萬 | 0.47% | +821+2.2% | 加碼 |
| Chicago Trust Co NA | 38,593 | $517.5 萬 | 1.29% | −3,213−7.7% | 減碼 |
| TRUE Private Wealth Advisors | 38,550 | $517.0 萬 | 0.80% | +1,230+3.3% | 加碼 |
| Picton Mahoney Asset Management | 38,495 | $516.3 萬 | 0.27% | +38,495 | 新進 |
| Burleson & Company, LLC | 38,496 | $516.2 萬 | 1.29% | −3,365−8.0% | 減碼 |
| Checchi Capital Advisers, LLC | 38,474 | $515.9 萬 | 0.54% | +936+2.5% | 加碼 |
| Alpha DNA Investment Management LLC | 38,454 | $515.7 萬 | 2.74% | +16,777+77.4% | 加碼 |
| Zions Bancorporation, N.A. | 38,419 | $515.2 萬 | 0.41% | +9,583+33.2% | 加碼 |
| Stillwater Investment Management, LLC | 38,402 | $515.0 萬 | 1.46% | +300+0.8% | 加碼 |
| BerganKDV Wealth Management, LLC | 38,394 | $514.9 萬 | 0.56% | +2,399+6.7% | 加碼 |
| Magnus Financial Group LLC | 38,313 | $513.8 萬 | 0.84% | −112−0.3% | 減碼 |
| Advanced Asset Management Advisors Inc | 38,297 | $513.6 萬 | 1.29% | +20.0% | 加碼 |
| Werlinich Asset Management, LLC | 38,265 | $513.1 萬 | 4.75% | +200+0.5% | 加碼 |
| Kavar Capital Partners Group, LLC | 38,261 | $513.1 萬 | 1.18% | +1,438+3.9% | 加碼 |
| Mechanics Bank Trust Department | 38,197 | $512.2 萬 | 0.89% | −813−2.1% | 減碼 |